Create new JobNimbus contacts from new clients in Jobber
With this workflow, as soon as a new client is added in Jobber, their details are instantly transferred over to JobNimbus, creating a new contact. This automation process not only saves time but also ensures that all client information is consistently and accurately recorded across both platforms. It's perfect for streamlining your client management activities, allowing you to focus more on delivering quality service.
With this workflow, as soon as a new client is added in Jobber, their details are instantly transferred over to JobNimbus, creating a new contact. This automation process not only saves time but also ensures that all client information is consistently and accurately recorded across both platforms. It's perfect for streamlining your client management activities, allowing you to focus more on delivering quality service.
- When this happens...New Client
Triggers when a client is created.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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